Taylor Morrison lacked a foundational CRM platform to support their business and the importance of the accelerating impact of digital technology across the organization. The current CRM (Legacy) lacked aggregation of data across the organization and was unable to provide real-time customer information. The field sales team was still capturing customer info on paper and entering data into CRM system manually.
Goldwater Bank was operating with multiple systems storing data for its mortgage origination department and recent mortgage company acquisitions. The primary challenge was to bring all areas together working under one central CRM system for storing, accessing and sharing customer data.